Bob Guidinger | Saving Generated Documents to SharePoint
Microsoft recently added functionality for one-click document generation to Dynamics 365. Although this is great functionality, it is a bit limited with regard to where it can save the generated document. Out of the box, we can add the SetWordTemplate action to a workflow, but that generates the document and saves it as an attachment to an annotation. What if you want to save it in… Continue Reading...
Bob Guidinger | Automating Web API Authorization in Postman
Here’s a quick tip to make working with the Dynamics 365 Web API in Postman even easier. Working with the Web API requires an Access Token which takes several steps to retrieve, and since the tokens expire every hour, it can be a little frustrating. By using a Pre-Request Script, you can have Postman automatically retrieve Access Tokens for you and refresh them when they expire…. Continue Reading...
Custom Dialog Boxes – Part 2
In Part 1, I introduced Dialog Boxes and showed the basics of how to create one and import it through a solution. In this post, we’ll take a look at a few other features including passing data parameters into the dialog and adding event handlers on form load or on click of a button. Note: although I said I considered this supported in Part 1, this is currently a preview feature, and it is… Continue Reading...
Bob Guidinger | Custom Dialog Boxes
Back in July 2017, Microsoft deprecated the dialog process, and announced that they would be replaced with task flows. While I think task flows are great, they only let you interact with fields on a single entity. If you want to do something more advanced like working with fields from multiple entities or interfacing with data from an external web service, you cannot. Another problem… Continue Reading...
Custom Controls Framework – Miscellaneous
I’ve posted a few blogs so far about the Custom Controls Framework. If you haven’t seen them, you can check them out here. Here are a few additional random thoughts. Unbound Controls So far I’ve only blogged about Field and Grid Controls, but there is actually a third type of control — the Unbound Control. These are controls that are not bound (surprise!) to a field or grid on the form…. Continue Reading...